Charles Stanley strengthens IHT expertise with senior appointment

Head of IHT Portfolio Management   

Jenna Brown
clock • 1 min read

Charles Stanley has hired James Rae to head up its inheritance tax (IHT) portfolio management.

Rae joined the firm's IHT team, made up of five people managing more than £470m in client assets, in July 2017. The division is tasked with delivering consistent performance in the Alternative Investment Market (AIM) to provide tax-efficient investments that allow clients to pass on their wealth to future generations, with the added potential for high growth in innovative businesses. Rae will report directly to Dan James, head of asset management, and is based in the Charles Stanley London office. James, head of asset management, said: "James has a strong proven track record invest...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

Living together: Unmarried couples' property position

Living together: Unmarried couples' property position

Exploring co-habiting couples and property co-ownership

Richard Burgess
clock 26 January 2023 • 4 min read
First-time buyers could face six month stamp duty saving wipe out

First-time buyers could face six month stamp duty saving wipe out

Running the numbers on stamp duty and first-time buyers

Laura Suter
clock 23 January 2023 • 3 min read
Neil MacLeod

What advisers need to know: Trust and trustees' tax position

What does the Autumn Statement mean for trustees?

Neil Macleod
clock 23 January 2023 • 6 min read